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FOCS

Focus Financial Partners Inc. Class A

Delisted

FOCS was delisted on the 30th of August, 2023.

135 hedge funds and large institutions have $1.69B invested in Focus Financial Partners Inc. Class A in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

25% more capital invested

Capital invested by funds: $1.35B → $1.69B (+$342M)

16% more funds holding

Funds holding: 116135 (+19)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

75% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $17.6M

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
33
Increased
40
Reduced
38
Closed
14
Calls
$4.38M
Puts
$17.6M
Net Calls
-$13.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$630M
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$281M
JP Morgan Chase
3
JP Morgan Chase
New York
$95M +$5.94M +232,146 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.2M +$5.58M +218,104 +9%
Capital World Investors
5
Capital World Investors
California
$69.4M +$5.58M +218,231 +10%
BlackRock
6
BlackRock
New York
$68.4M +$1.68M +65,861 +3%
TCM
7
TimesSquare Capital Management
New York
$65.6M -$3.98M -155,800 -7%
FCIM
8
Fairview Capital Investment Management
California
$55.5M +$536K +20,950 +1%
RSWM
9
Robertson Stephens Wealth Management
California
$30.1M
CP
10
Centerbridge Partners
New York
$26.6M
PCM
11
Peregrine Capital Management
Minnesota
$17.6M +$7.51M +293,751 +97%
State Street
12
State Street
Massachusetts
$17.5M +$752K +29,393 +5%
Jennison Associates
13
Jennison Associates
New York
$15.9M -$96.8K -3,787 -0.7%
PFMOSF
14
Philadelphia Financial Management of San Francisco
California
$15.3M +$638K +24,941 +5%
WCM Investment Management
15
WCM Investment Management
California
$14.7M +$12.8M +499,941 New
Northern Trust
16
Northern Trust
Illinois
$12.6M +$1.29M +50,438 +13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$12.2M +$537K +20,987 +5%
Invesco
18
Invesco
Georgia
$11.9M +$2.74M +107,196 +36%
BSW
19
Buckingham Strategic Wealth
Missouri
$8.21M -$1.86M -72,777 -21%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.18M
SAM
21
Skyline Asset Management
Illinois
$6.88M +$5.97M +233,300 New
WAM
22
Winslow Asset Management
Ohio
$6.34M +$175K +6,854 +3%
N
23
Nuveen
North Carolina
$6.32M +$2.85M +111,521 +108%
Charles Schwab
24
Charles Schwab
California
$5.48M +$62.8K +2,457 +1%
Marshall Wace
25
Marshall Wace
United Kingdom
$5.1M -$4.14M -161,809 -48%

FOCS Hedge Fund Activity: Q4 2019 in Review

135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Focus Financial Partners Inc. Class A (FOCS) for Q4 2019, worth a combined $1.69B — up 25% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FOCS positions and 14 closed out — a net gain of 19 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $12.8M. The largest seller was Federated Hermes, exiting entirely with an estimated $17M sold.

  • 135 institutional investors held Focus Financial Partners Inc. Class A (FOCS) as of Q4 2019, up from 116 in Q3 2019.
  • Funds reported $1.69B of Focus Financial Partners Inc. Class A stock for Q4 2019, up 25% quarter-over-quarter.
  • 33 funds opened new Focus Financial Partners Inc. Class A positions in Q4 2019 and 14 closed out, a net change of +19 holders.
  • The largest Focus Financial Partners Inc. Class A buyer in Q4 2019 was WCM Investment Management, an estimated $12.8M added.
  • The largest Focus Financial Partners Inc. Class A seller in Q4 2019 was Federated Hermes, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.